Advanced Management for Documents and Archive - Virtual Learning
Course Methodology
Participants in our training course engage in interactive learning through expert-led lectures. They participate in hands-on exercises such as classification design, metadata creation, and policy drafting, complemented by simulations of workflows and electronic systems. Collaborative work is fostered through group discussions that tackle shared challenges, peer reviews, and group presentations. Guided brainstorming sessions enable the development of tailored action plans for participants' organizations. The training course includes robust assessment and feedback mechanisms, including pre- and post-course self-assessments, continuous Q&A opportunities, and individualized feedback on practical exercises.
Course Objectives
By the end of this Advanced Management for Documents and Archive training course participants will be able to:
- Understand advanced principles and frameworks in modern records and archive management.
- Appreciate the role of records management in organizational governance, compliance, and risk management.
- Build the capacity to design and implement policies and procedures that meet international standards.
- Analyze requirements for Electronic Records Management Systems (ERMS) and evaluate vendor solutions.
- Design classification schemes, retention schedules, and metadata structures based on best practices.
- Implement digitization strategies that ensure authenticity, integrity, and accessibility of records.
- Develop sustainable digital preservation plans to address media obsolescence and format migration.
- Identify and mitigate risks related to security, privacy, and disaster recovery.
- Draft effective records management policies and procedures.
Target Competencies
Organisational Impact
Impact on the organization from the participants in attending this Advanced Management for Documents and Archive training course includes the following benefits:
This training course is suitable for professionals and managers who:
- Manage records and archives in public or private organizations.
- Oversee digital transformation or IT projects involving document systems.
- Need to ensure compliance with legal, regulatory, or industry standards.
- Want to improve their organization's information governance.
- Work in archives, libraries, museums, government departments, corporate offices, universities, or NGOs.
Personal Impact
This training course is designed to help professionals navigate this complex landscape by combining best-practice theories, international standards, and practical tools.
It equips participants to:
- Align records management with organizational strategy.
- Ensure legal and regulatory compliance.
- Implement effective electronic records management (ERM) systems.
- Develop robust digital preservation plans for long-term access.
- Reduce operational risks and costs associated with poor document control.
Course Outline
Foundations of Advanced Records and Archive Management
- Introduction to Records Management: Evolution and Principles
- The Records Lifecycle: Creation, Classification, Use, Maintenance, Disposition
- Regulatory Frameworks and Compliance (ISO 15489, GDPR, local laws)
- Developing Organizational Records Policies
- Designing Classification Schemes and Controlled Vocabularies
- Records Appraisal and Retention Schedules
- Case Study: Implementing a Physical Records Inventory
Electronic Records Management Systems (ERMS) and Standards
- ERMS Functional Requirements (ICA Guidelines)
- System Architecture and Key Components
- Evaluating and Procuring ERMS Solutions
- Metadata Standards (Dublin Core, PREMIS, ISO 23081)
- Managing Born-Digital vs. Digitized Records
- Workflow Design and Automation
- Case Exercise: Mapping ERMS Functionalities to Business Needs
Electronic Document and Content Management (EDCM)
- Defining EDCM and its Relationship with ERMS
- Integration with Business Systems (CRM, ERP, Email)
- Digitization Strategy and Standards (Scanning, OCR, Quality Control)
- Access Control and Security Management
- Workflow Automation: Notifications, Approvals, E-Signatures
- Managing Hybrid Environments (Paper and Digital)
- Practical Exercise: Digitization Planning
Digital Preservation Techniques
- Why Digital Preservation Matters: Risks and Challenges
- OAIS Reference Model (ISO 14721) – Framework for Long-term Preservation
- Preservation Planning and Policy Development
- File Format Sustainability and Migration Strategies
- Storage Solutions: Replication, Emulation, Cloud Options
- Authenticity, Integrity, and Chain of Custody
- Hands-on Workshop: Drafting a Digital Preservation Plan
Policy Development, Risk Management, and Emerging Trends
- Writing Effective Records Management Policies and Procedures
- Information Security and Privacy Compliance
- Disaster Recovery and Business Continuity Planning
- Risk Assessment and Mitigation Strategies
- Managing Change and Training Staff
- Future Trends: AI, Blockchain, Cloud Archives
- Group Presentations: Action Plans for Participants’ Organizations
2026 Schedule & Fees
| Date | City | Language | Price | Action |
|---|---|---|---|---|
| 28 Jun - 02 Jul, 2026 | Online | English | USD 2,000 | Book |
| 28 Jun - 02 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 05 Jul - 09 Jul, 2026 | Online | English | USD 2,000 | Book |
| 05 Jul - 09 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 12 Jul - 16 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 12 Jul - 16 Jul, 2026 | Online | English | USD 2,000 | Book |
| 19 Jul - 23 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 19 Jul - 23 Jul, 2026 | Online | English | USD 2,000 | Book |
| 26 Jul - 30 Jul, 2026 | Online | English | USD 2,000 | Book |
| 26 Jul - 30 Jul, 2026 | Online | Arabic | USD 2,000 | Book |
| 02 Aug - 06 Aug, 2026 | Online | English | USD 2,000 | Book |
| 02 Aug - 06 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 09 Aug - 13 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 09 Aug - 13 Aug, 2026 | Online | English | USD 2,000 | Book |
| 16 Aug - 20 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 16 Aug - 20 Aug, 2026 | Online | English | USD 2,000 | Book |
| 23 Aug - 27 Aug, 2026 | Online | Arabic | USD 2,000 | Book |
| 23 Aug - 27 Aug, 2026 | Online | English | USD 2,000 | Book |
| 30 Aug - 03 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 30 Aug - 03 Sep, 2026 | Online | English | USD 2,000 | Book |
| 06 Sep - 10 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 06 Sep - 10 Sep, 2026 | Online | English | USD 2,000 | Book |
| 13 Sep - 17 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Sep - 17 Sep, 2026 | Online | English | USD 2,000 | Book |
| 20 Sep - 24 Sep, 2026 | Online | English | USD 2,000 | Book |
| 20 Sep - 24 Sep, 2026 | Online | Arabic | USD 2,000 | Book |
| 27 Sep - 01 Oct, 2026 | Online | English | USD 2,000 | Book |
| 27 Sep - 01 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 04 Oct - 08 Oct, 2026 | Online | English | USD 2,000 | Book |
| 04 Oct - 08 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 11 Oct - 15 Oct, 2026 | Online | English | USD 2,000 | Book |
| 11 Oct - 15 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 18 Oct - 22 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 18 Oct - 22 Oct, 2026 | Online | English | USD 2,000 | Book |
| 25 Oct - 29 Oct, 2026 | Online | Arabic | USD 2,000 | Book |
| 25 Oct - 29 Oct, 2026 | Online | English | USD 2,000 | Book |
| 01 Nov - 05 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 01 Nov - 05 Nov, 2026 | Online | English | USD 2,000 | Book |
| 08 Nov - 12 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 08 Nov - 12 Nov, 2026 | Online | English | USD 2,000 | Book |
| 15 Nov - 19 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 15 Nov - 19 Nov, 2026 | Online | English | USD 2,000 | Book |
| 22 Nov - 26 Nov, 2026 | Online | Arabic | USD 2,000 | Book |
| 22 Nov - 26 Nov, 2026 | Online | English | USD 2,000 | Book |
| 29 Nov - 03 Dec, 2026 | Online | English | USD 2,000 | Book |
| 29 Nov - 03 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 06 Dec - 10 Dec, 2026 | Online | English | USD 2,000 | Book |
| 06 Dec - 10 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Dec - 17 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 13 Dec - 17 Dec, 2026 | Online | English | USD 2,000 | Book |
| 20 Dec - 24 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
| 20 Dec - 24 Dec, 2026 | Online | English | USD 2,000 | Book |
| 27 Dec - 31 Dec, 2026 | Online | English | USD 2,000 | Book |
| 27 Dec - 31 Dec, 2026 | Online | Arabic | USD 2,000 | Book |
Face to Face Courses
We can customize this training course for you!
At Al Mawred, we offer customizable courses designed to fit your specific needs. Whether it's refining technical practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
Request for In-House TrainingReady to advance your career?
Join thousands of professionals who have already enhanced their skills with Al Mawred.
Register for this course